Pursuit Onboarding Checklist for Admins

This checklist outlines what to complete after your kickoff call. Each section includes a short explanation and direct links to step-by-step guides. You don't need to complete everything in one session — but following this order ensures a smooth rollout.

Set Up Single Sign-On (SSO)

• Enable your users to log in securely using your identity provider.

• Steps: 📄 Setting Up Single Sign-On (SSO)

Add Users

• Navigate to Users and invite users to your workspace.

• Note: Only admins can add other users

Create your product profiles and signal criteria

• Pursuit uses your product prompts to define signal criteria

• Go to Settings > Product and customize your Radar product prompts

• Steps: 📄 Creating and Managing Product Profiles

Set Up Personas and Authority Levels

• Define who your team targets and their level of decision-making authority

• Steps: 📄 Creating and Using Custom Filters

Connect your CRM

• 📄 Integrating Salesforce (SFDC) with Pursuit

• 📄 Integrating HubSpot with Pursuit

• 📄 Integrating Microsoft Dynamics 365 with Pursuit